Post Resch Tallon Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Post Resch Tallon Group’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15M	Sell	20,005 -75	-0.4%	-$54.6K	10.36%	1
2026 Q1	$13.2M	Buy	20,080 +498	+3%	+$340K	10.68%	1
2025 Q4	$13.4M	Buy	19,582 +1,871	+11%	+$1.27M	11.33%	1
2025 Q3	$11.9M	Buy	17,711 +27	+0.2%	+$17.4K	10.49%	1
2025 Q2	$11M	Sell	17,684 -50	-0.3%	-$28.7K	10.58%	1
2025 Q1	$9.92M	Buy	17,734 +896	+5%	+$529K	10.12%	1
2024 Q4	$9.89M	Buy	+16,838	New	+$9.97M	9.52%	1

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Post Resch Tallon Group's IVV Position: Q2 2026 in Review

Post Resch Tallon Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.37% in Q2 2026, selling an estimated $54.6K and leaving 20,005 shares worth $15M. The position accounts for 10.36% of the portfolio, ranked #1.

Post Resch Tallon Group first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Post Resch Tallon Group held 20,005 shares of iShares Core S&P 500 ETF worth $15M as of Q2 2026.
Post Resch Tallon Group sold 75 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $54.6K.
iShares Core S&P 500 ETF made up 10.36% of Post Resch Tallon Group's portfolio in Q2 2026, its #1 holding.
Post Resch Tallon Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.